https://www.hindustantimes.com/world-news/us-news/united-airlines-ceo-scott-kirb y-takes-shot-at-american-airlines-predicts-only-two-industry-leaders-everyone-el se-101763767558137.html https://reurl.cc/1k0NVD ByShirin Gupta Published on: Nov 22, 2025 08:48 am IST United Airlines CEO Scott Kirby has directly questioned the lonf-term viability of American Airlines and speaks of the future of the U.S. airline industry United Airlines CEO Scott Kirby has made a striking forecast about the future of the U.S. airline industry, and in doing so, directly questioned the long-term viability of American Airlines. Scott Kirby, chief executive officer at United Airlines Holdings Inc., Photogr apher: Aaron Schwartz/CNP/Bloomberg(Bloomberg) In his latest remarks, Kirby insisted that only two “brand-loyal” full-service airlines will remain dominant, naming United and Delta, and implicitly excludin g American. “everyone else … is sort of competing for spill traffic.” During a recent appearance on the “Airline Confidential” podcast, Kirby stated that he expects the industry to consolidate into major, revenue-diverse, full-s ervice carriers. According to him, “everyone else … is sort of competing for s pill traffic.” Kirby suggested that many other airlines, including American, are running unprof itable parts of their network. He argued that because American is not part of this “brand-loyalty” group, it may soon be forced to cut unprofitable routes or face serious financial strain. “I can find at every single one of them [airlines], a double-digit percentage o f their route network that loses money,” he said during United's Q2 earnings ca ll in July 2025, as reported by The Street. Kirby has also taken aim at low-cost and ultra-low-cost airlines in his previous public interviews. He has labelled the “budget airline model” as “dead,” cr iticizing the hidden-fee structure and arguing that such carriers lack the brand loyalty needed to survive long term. United's aggressive business expansion Kirby's remarks come as United aggressively started expanding at key hubs earlie r this year, especially Chicago O'Hare (ORD). According to Aviation A27, United is increasing its daily departures at ORD as it captures more local and connecti ng market share. He has reportedly told United pilots that American could eventually be squeezed out of Chicago, suggesting what he views as a long-term strategic edge. CEO Robert Isom vs CEO Scott Kirby Kirby was asked to depart American in 2016 because of conflicts in the executive suite. As president, Robert Isom replaced him. Kirby was then appointed preside nt of United and later promoted to CEO, where he oversaw a change that has cause d United to overtake American and challenge Delta as the industry leader. After Kirby departed from American, he has repeatedly made comments about United being a premier airline and saying American is not. In Q1, American Airlines CEO Robert Isom finally replied to his comments and s aid, “I worked for Scott and with Scott for a long time,” said Isom. “I’ve s een him be right on a lot of stuff. He’s a brilliant man. I’ve seen him wrong on a lot of stuff. In this case, he’s dead wrong.” He further added, “Scott says this kind of stuff I’m sure, because he would li ke nothing better than to not have American Airlines as a competitor. We’re a p remium product competitor.” In earlier CEO exchanges, Isom also accused United of painting an overly rosy pi cture of its strength, while insisting American’s growth, particularly in its Sunbelt hubs, is real and sustainable. Kirby's argument is based on the idea of “brand-loyal airlines.” The carriers that command repeat customers who prefer their brand over competitors are in his stage. He believes that in a cost-pressured and competitive market, only airlin es with a strong customer base and diversified revenue will survive and thrive. UA CEO Scott Kirby表示 未来在美国将只有两家全服务航空公司处於市场主导地位 这两家航空公司就是UA跟DL 也对前东家AA的生存能力产生了质疑 并表示未来没有做到品牌忠诚度 以及在成本、联网以及转机流量无法做到顶尖的航空公司将会被淘汰，只能抢剩下的客人 (个人觉得 应该是指 以价格优先没有忠诚度的客人 ) 也提到UA跟AA同一个枢纽芝加哥ORD机场，UA积极扩张巩固转机优势 但AA的执行长则反驳他的论点 以上是本则新闻大致上的内容 UA CEO 尻洗前东家 确实疫情之後 服务下降 藉由AI找寻一些资料 AA现在的两位大头都是US出身的 擅长於成本控管... 嗯... 让我想到了马会计 南廉航... --

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